Anic Equity¶
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Total return since start: 0.554 %¶
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Equity now: -----------------------------> 47463.32 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46065.33 Kr¶
PnL: ---------------------------------------> -823.24 Kr¶
DD now: ---------------------------------> -2.399 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 16:50:25.078919'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -0.160000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 1.140000 | 2803.500000 | 167.500000 | 6.350000 | 2636.000010 |
| HMS Networks | 2 | -0.560000 | 786.400000 | 113.400000 | 16.850000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.800000 | 3511.320000 | 57.320000 | 1.660000 | 3453.999992 |
| Samhällsbyggnadsbo. i Norden B | 20 | 4.410000 | 407.000000 | 52.000000 | 14.650000 | 355.000000 |
| MedCap | 2 | 0.430000 | 465.000000 | 44.000000 | 10.450000 | 421.000000 |
| Corem Property Group B | 59 | 2.560000 | 614.190000 | 37.190000 | 6.450000 | 576.999999 |
| Resurs Holding | 22 | 2.480000 | 608.520000 | 34.520000 | 6.010000 | 573.999998 |
| SAAB B | 8 | -1.000000 | 3408.800000 | 31.800000 | 0.940000 | 3377.000000 |
| Swedbank A | 3 | 2.290000 | 589.050000 | 25.050000 | 4.440000 | 564.000000 |
| AcadeMedia | 12 | -0.120000 | 577.920000 | 20.920000 | 3.760000 | 557.000004 |
| Boozt | 12 | 0.070000 | 1672.800000 | 18.800000 | 1.140000 | 1653.999996 |
| Intrum | 4 | 0.180000 | 545.800000 | 18.800000 | 3.570000 | 527.000000 |
| OEM International B | 7 | 0.000000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Securitas B | 6 | 1.980000 | 587.520000 | 17.520000 | 3.070000 | 570.000000 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Norva24 Group | 16 | -0.120000 | 553.280000 | 10.280000 | 1.890000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 3.790000 | 256.080000 | 10.080000 | 4.100000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.730000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| Creaspac SPAC | 6 | 0.520000 | 583.800000 | 6.800000 | 1.180000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.600000 | 538.800000 | 6.800000 | 1.280000 | 532.000000 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Handelsbanken A | 5 | 0.230000 | 541.250000 | -4.750000 | -0.870000 | 546.000000 |
| Midsona B | 63 | -0.670000 | 564.480000 | -18.520000 | -3.180000 | 582.999984 |
| International Petroleum Corp. | 5 | 4.260000 | 575.500000 | -19.070000 | -3.210000 | 594.565215 |
| CTEK | 13 | -4.310000 | 507.780000 | -26.220000 | -4.910000 | 533.999999 |
| Essity B | 2 | -2.550000 | 535.200000 | -38.800000 | -6.760000 | 574.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Essity A | 4 | -2.190000 | 1074.000000 | -75.000000 | -6.530000 | 1149.000000 |
| Sampo Oyj SDB | 7 | 0.370000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.550000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Beijer Electronics Group | 26 | -0.370000 | 2792.400000 | -178.600000 | -6.010000 | 2971.000006 |
| OX2 | 18 | 1.590000 | 1440.900000 | -223.100000 | -13.410000 | 1663.999992 |
| Axfood | 13 | 0.410000 | 3482.700000 | -273.300000 | -7.280000 | 3756.000001 |
| Ovzon | 52 | 0.000000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 46065.330000 | -823.240000 | -2.39887% | 46888.564618 |
Updated:¶
'2023-01-27 16:50:38.575380'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
